See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $850 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,654 | $89,739-61.4% | $149,718-76.9% | $62,292-44.4% |
| Participation rate | 76.4% | 85.1%-8.7pp | 87.1%-10.7pp | 69.5%+6.8pp |
| Annual return | 16.75% | 21.01%-4.3pp | 1501.63%-1484.9pp | 28.90%-12.1pp |
| Employer contribution / active EE | $1,169 | $3,233-63.8% | $5,445-78.5% | $2,042-42.7% |
| Participant deferral / active EE | $3,235 | $4,797-32.6% | $6,569-50.7% | $3,169+2.1% |
| Admin fee / account holder | $9 | $551-98.3% | $11,283-99.9% | $479-98.0% |